Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
25,009
shares
|
$693,749
0.02% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
20,462
shares
|
$567,615
0.25% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
19,111
shares
|
$530,139
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,630
shares
|
$489,056
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,910
shares
|
$441,343
0.0% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
15,483
shares
|
$429,498
0.1% of portfolio
|
Q1 2025
Reduced 63.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,778
shares
|
$409,941
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$394,601
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,966
shares
|
$387,416
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,929
shares
|
$358,650
0.01% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,491
shares
|
$346,500
0.0% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,252
shares
|
$339,870
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,151
shares
|
$281,588
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,716
shares
|
$269,521
0.01% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
9,708
shares
|
$269,299
0.01% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,439
shares
|
$234,097
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,218
shares
|
$227,967
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$221,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$188,243
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,656
shares
|
$184,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,179
shares
|
$171,405
0.0% of portfolio
|
Q1 2025
Reduced 72.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,176
shares
|
$88,102
0.0% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$83,220
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|